AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

• Microsoft may overtake Apple in AI chip performance
• Tech companies are implementing system level AI innovations

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion. Warneford discusses how brands are leveraging platforms like Roblox to engage with a younger audience through immersive retail experiences rather than traditional marketing strategies. Join us at the intersection of technology, fashion, and commerce to learn how these elements are forging a new path for both virtual and real-world business models.

• The origin of Dubit from multiplayer gaming roots to pioneering virtual fashion
• Evolution of digital identity and its growing focus on the identity aspect rather than functionality
• How brands like Adidas are using platforms like Roblox for immersive retail
• Roblox’s dual retail model: web/app-based catalogs and 3D in-game stores
• The strategy behind embedding stores within popular games to drive sales
• Enhancing customer engagement and sales within virtual platforms
• The emergence of virtual commerce
• User-generated 3D content as the next significant trend powered by generative artificial intelligence (AI)
• Challenges and opportunities of brand differentiation in digital spaces

Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

• OpenAI released a new model
• A discussion of further AI breakthroughs
• Apple could partner with OpenAI

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public